Taniese D Powell

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2024 → Present
  Raymond James & Associates Inc.
  San Jose, CA
• 11/2022 → 11/2024
  Wells Fargo Advisors
  San Jose, CA
• 03/2022 → 11/2022
  Wells Fargo Bank
  Santa Clara, CA
• 06/2021 → 03/2022
  Loma Spa
  Cupertino, CA
• 01/2021 → 03/2022
  De Anza College
  Cupertino, CA
• 03/2020 → 06/2020
  Officemax / Officedepot
  Vallejo, CA
• 10/2019 → 01/2020
  Six Flags Discovery Kingdom
  Vallejo, CA
• 01/2014 → 10/2019
  Unemployed
  Vallejo, CA
• 06/2020 → 01/2021
  Unemployed
  Cupertino, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-06-05

Other Names

• Taniese Deshay Powell